Category Archives: China

Stratfor: Robert D. Kaplan on the Rise of Asia

Posted on December 16, 2012 by macromon

Given today’s landslide election in Japan, which returned Shinzo Abe back to power, we leave you with some great analysis by Stratfor’s Robert Kaplan. I think we have been too long taking Asia’s stability for granted…I can see signs of … Continue reading →

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China Flash PMI at 50.9, 14-month High

Posted on December 13, 2012 by macromon

Markit just reported, (click here if charts are not observable)

Posted in China, PMIs | Tagged , | 1 Comment

Quote of the Day: Trade Reversals

Posted on December 12, 2012 by macromon

Shipping lines used to sail one full container to Asia fromEurope for every three loaded with China-made goods that came back. Those “massive” imbalances are easing now as Europe consumes less and China more, according to BIMCO shipping analyst Peter Sand. … Continue reading →

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China’s Skyscraper Curse

Posted on December 12, 2012 by macromon

We Dubai Chinese stocks because they’re down so much.   This gives us pause, however. (click here if video not observable)

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Chinese Electricity Production

Posted on December 10, 2012 by macromon

Nice graphic.   A little more orange, a little less black.  This reflects an economy not booming, not tanking, but accelerating out of a sharp slowdown.   We have not idea at what growth rate, however. BTW,  orange and black — the … Continue reading →

Posted in China | Tagged , | 2 Comments

China’s Foreign Direct Investment

Posted on December 10, 2012 by macromon

Excellent ginormous infographic from Firmex on China’s investment trends. Amid the global economic slowdown, 2012 has shaped up to be a healthy year for Chinese investment abroad. According to a recent PwC report, China’s outbound deal values tripled in the … Continue reading →

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The Great Firewall of China

Posted on December 5, 2012 by macromon

The Chinese regime is famous for its “Great Fire Wall”—a comprehensive Internet censorship system that blocks websites authorities don’t want the public to see. But what about when the website’s hugely popular, like Twitter, and the people wanting to use … Continue reading →

Posted in China | Tagged , , , | 1 Comment

China Not So Yummy

Posted on December 1, 2012 by macromon

Wow! Take a look at YUM! Brands’ swan dive today on huge volume after they announced Q4 same store sales in China will be negative. For the fourth quarter, stronger than expected operating performance from Yum! Restaurants International and our … Continue reading →

Posted in Apple, China, Earnings | Tagged , , | 1 Comment

The Shanghai Cliff

Posted on November 26, 2012 by macromon

The Shanghai Composite is trading very sloppy again and looks like a break of the 3-year low at 1995 is in the cards.  Last week it tested and bounced twice off this level on rumored government intervention. Kimble Charting Solutions … Continue reading →

Posted in China | Tagged , , | 2 Comments

China Flash Manufacturing PMI at 50.4, Thirteen-month High

Posted on November 21, 2012 by macromon

Markit reported this morning China’s manufacturing sector is expanding, just barely, for the first time in 13 months.  Ironically, all markets believe it x/ the Shanghai Composite, which made a new 3-year low yesterday. Commenting on the Flash China Manufacturing … Continue reading →

Posted in China, PMIs | 2 Comments